HFG Wealth Management’s ExxonMobil XOM Stock Holding History

HFG Wealth Management’s Portfolio XOM Stock Details XOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.39M	Sell	14,076 -18,143	-56%	-$2.65M	1.31%	21
2025 Q4	$3.88M	Sell	32,219 -86	-0.3%	-$9.97K	2.14%	16
2025 Q3	$3.64M	Sell	32,305 -1,200	-4%	-$133K	1.98%	17
2025 Q2	$3.98M	Sell	33,505 -1,329	-4%	-$142K	2.43%	15
2025 Q1	$3.75M	Sell	34,834 -688	-2%	-$76.1K	2.27%	16
2024 Q4	$4.16M	Sell	35,522 -2,490	-7%	-$291K	2.7%	13
2024 Q3	$4.38M	Hold	38,012	–	–	2.79%	14
2024 Q2	$4.38M	Buy	38,012 +1,854	+5%	+$216K	2.79%	14
2024 Q1	$4.2M	Sell	36,158 -289,831	-89%	-$30.3M	2.48%	13
2023 Q4	$32.6M	Buy	+325,989	New	+$34.3M	8%	2
2023 Q1	$45.2M	Buy	+411,831	New	+$45.6M	9.37%	2

Other funds holding XOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HFG Wealth Management's XOM Position: Q1 2026 in Review

HFG Wealth Management reduced its ExxonMobil (XOM) stake by 56% in Q1 2026, selling an estimated $2.65M and leaving 14,076 shares worth $2.39M. The position accounts for 1.31% of the portfolio, ranked #21.

HFG Wealth Management first reported a position in XOM in Q1 2023 and has held it in 11 quarters since. The position peaked at $45.2M in Q1 2023. 4,766 funds tracked by Wall St. Rank hold XOM as of Q1 2026.

HFG Wealth Management held 14,076 shares of ExxonMobil worth $2.39M as of Q1 2026.
HFG Wealth Management sold 18,143 ExxonMobil shares in Q1 2026, an estimated $2.65M.
ExxonMobil made up 1.31% of HFG Wealth Management's portfolio in Q1 2026, its #21 holding.
HFG Wealth Management first reported a position in ExxonMobil in Q1 2023 and has held it in 11 quarters since.
HFG Wealth Management's ExxonMobil position peaked at $45.2M in Q1 2023.
4,766 funds tracked by Wall St. Rank held ExxonMobil as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.